See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,472 | $58,828-61.8% | $77,999-71.2% | $62,891-64.3% |
| Participation rate | 57.1% | 71.1%-13.9pp | 75.5%-18.4pp | 69.3%-12.2pp |
| Annual return | 10.19% | 17.16%-7.0pp | 425.96%-415.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,202 | $1,672-28.1% | $2,470-51.3% | $2,281-47.3% |
| Participant deferral / active EE | $1,745 | $2,686-35.0% | $3,497-50.1% | $3,203-45.5% |
| Admin fee / account holder | $676 | $4,393-84.6% | $5,480-87.7% | $4,296-84.3% |